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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Service code 28 · EIN 27-3525757 200 SW MARKET ST, SUITE 550 · PORTLAND, OR 97201 | Investment Management | $19,821 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $5,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,896 | $22,714+0.8% | $59,496-61.5% | $55,191-58.5% |
| Participation rate | 31.2% | 37.5%-6.3pp | 54.6%-23.4pp | 69.2%-38.0pp |
| Annual return | 0.11% | -44.01%+44.1pp | 182.05%-181.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $662 | $418+58.4% | $1,153-42.6% | $1,899-65.1% |
| Participant deferral / active EE | $204 | $843-75.9% | $1,829-88.9% | $3,046-93.3% |
| Admin fee / account holder | $168 | $83+101.4% | $2,232-92.5% | $91+84.9% |